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13:30
Jul 31 ◎
Darren Woods CEO, ExxonMobil XOM Q2 FY26 call
Physical global refining supply is materially offline: ~3M bpd unavailable from the Strait of Hormuz disruption, plus China's export halt and Ukrainian strikes on Russian refineries. This is a supply-side contraction, not just a demand story. — Global diesel and jet refining margins are likely to stay structurally high, supporting independent US refiners even if crude prices fade.
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About PSX Analyst Coverage

Buzzberg tracks PSX (PHILLIPS 66) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Past 7 days: 1 watch. Latest voices: Darren Woods.